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                              Our News Updates

Special Announcement - May 15th, 2019

It is my pleasure to inform you that I was elected to the position of President of the Santa Clara County Estate Planning Council and have been awarded the Accredited Estate Planner® (AEP®) designation.

The Santa Clara County Estate Planning Council (founded in 1952) is a networking and continuing education organization for members of the various professions involved in estate planning, including attorneys, accountants, trust officers, private professional fiduciaries, financial planners and life underwriters.

The AEP® designation is a graduate level specialization in estate planning awarded in addition to professional credentials already recognized within the various disciplines of estate planning.  It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  AEP® designees must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics.  Active designation holders must also maintain membership in a NAEPC affiliated local estate planning council if such membership is available.

For more information on these organizations:


Special Announcement - March 12th, 2019

I am pleased to announce that I was selected to be an instructor in the Personal Financial Planning Certificate Program at the University of California, Santa Cruz Silicon Valley Campus - The Only CFP® Board registered program in Silicon Valley.  Students that successfully complete the coursework are then eligible to sit for the rigorous CFP® examination.

I feel that teaching aspiring Financial Planners about financial planning will also enhance my professional skills so I can better serve you, my clients.





On November 2nd of 2016, Jesse was appointed by the California Insurance Commissioner to a three-year term to serve in his administration as a member of the Curriculum Board.  The Board oversees the development of education for agents, brokers, and those seeking professional designations.  The Board also develops standards for providers and instructors of prelicensing and continuing education courses, programs, and seminars.

The California Department of Insurance (CDI) was created in 1868 as part of a national system of state-based insurance regulation.  The insurance market place has changed dramatically over time,but consumer protectrion continue to be the core of CDI's mission.

Today, CDI is the largest consumer protection agency in the state.  With annually direct premiums of $310 billion, California is the largest insurance market in the United States and the fourth largest marker in the world.

The above photo is of our board with the California Insurance Commissioner, Mr. Dave Jones. (shown next to me)













Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck